We are independent specialist managers with considerable experience of managing SIPP portfolios. No two clients are the same and this is reflected in our investment approach. We do not operate a 'sausage-machine' process. Instead, we construct portfolios using these building blocks:

- Higher Risk Assets - equities, long dated bonds, private equity, commodities, hedge funds and any asset (incl cash) held outside the currency of the account;- Medium Risk Assets - bonds (more than 5 years to maturity) rated A or better and certain investment grade bonds;- Lower Risk Assets - short dated (less than 5 years to maturity) bonds rated A or better and cash in the currency of the account.

We place considerable importance on continuity for our clients. Each client has an account director who oversees the management of the portfolio and its administration, ensuring the implementation of investment guidelines. Alongside the account director sits the investment director, who is responsible for the day to day investment management. As owners of our business we are completely focused on managing portfolios well. For more information on our services for SIPPs please contact us: